VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $231,300 | +3.1% | 4,729 | 0.0% | 0.18% | -10.1% |
| Q4 2022 | $224,255 | -0.8% | 4,729 | 0.0% | 0.20% | -8.8% |
| Q3 2022 | $226,000 | -3.4% | 4,729 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $234,000 | -5.6% | 4,729 | 0.0% | 0.21% | +13.6% |
| Q1 2022 | $248,000 | -5.0% | 4,729 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $261,000 | -55.3% | 4,729 | -53.9% | 0.18% | -59.9% |
| Q3 2021 | $584,000 | +3.0% | 10,255 | +3.4% | 0.45% | +0.9% |
| Q2 2021 | $567,000 | +25.4% | 9,922 | +25.2% | 0.44% | +16.3% |
| Q1 2021 | $452,000 | +0.9% | 7,927 | +3.5% | 0.38% | -1.3% |
| Q4 2020 | $448,000 | +2.5% | 7,662 | +2.0% | 0.38% | -3.0% |
| Q3 2020 | $437,000 | +1.9% | 7,512 | +0.9% | 0.40% | -4.8% |
| Q2 2020 | $429,000 | +23.3% | 7,447 | +20.2% | 0.42% | -2.8% |
| Q1 2020 | $348,000 | -12.1% | 6,197 | -11.5% | 0.43% | +7.5% |
| Q4 2019 | $396,000 | – | 6,999 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |